Help centre
CRM
Adding customers one at a time or importing them from a spreadsheet, and the sites and history kept with each one.
Messages and the customer portal
Emailing customers from their record, keeping a history of calls and visits, and the portal your customers use.
Leads and opportunities
Following up enquiries, turning them into customers, and tracking the work you are chasing and what it is worth.
Adding and importing customers
Adding a customer, how duplicates are caught, and importing from a spreadsheet.